Joint Annuity Fund Local 164 IbewDC plan
JOINT ANNUITY FUND LOCAL 164 IBEW · ROSELAND, NJ · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Joint Annuity Fund Local 164 Ibew reported $1,483,105 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12,416 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 77th-largest of 2,419 plans among New Jersey employers on file, and the 66th of 5,337 in construction.
Joint Annuity Fund Local 164 Ibew's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Joint Annuity Fund Local 164 Ibew before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 226031200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.